CXSE vs. SFYF ETF Comparison

Comparison of WisdomTree China ex-State-Owned Enterprises Fund (CXSE) to SoFi 50 ETF (SFYF)
CXSE

WisdomTree China ex-State-Owned Enterprises Fund

CXSE Description

The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree China ex-State-Owned Enterprises Index. Under normal circumstances, at least 80% of the fund's total assets (exclusive of collateral held from securities lending) will be invested in component securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such component securities. The index is a modified float-adjusted market cap weighted index that consists of common stocks in China, excluding common stocks of "state-owned enterprises." The fund is non-diversified.

Grade (RS Rating)

Last Trade

$32.55

Average Daily Volume

19,901

Number of Holdings *

18

* may have additional holdings in another (foreign) market
SFYF

SoFi 50 ETF

SFYF Description SFYF is composed of the top 50 most widely held U.S. listed stocks on SoFi Invest. Stocks are rebalanced monthly and weighted according to how much money members have invested in each company at the end of every month. The SoFi 50 ETF seeks to track the performance, before fees and expenses, of the SoFi Social 50 Index.

Grade (RS Rating)

Last Trade

$37.58

Average Daily Volume

2,632

Number of Holdings *

47

* may have additional holdings in another (foreign) market
Performance
Period CXSE SFYF
30 Days 29.20% 7.10%
60 Days 25.89% 6.90%
90 Days 23.25% 6.72%
12 Months 12.90% 43.28%
2 Overlapping Holdings
Symbol Grade Weight in CXSE Weight in SFYF Overlap
BABA B 10.62% 0.97% 0.97%
NIO C 0.56% 0.97% 0.56%
CXSE Overweight 16 Positions Relative to SFYF
Symbol Grade Weight
PDD D 4.74%
BIDU C 2.38%
TCOM B 1.71%
BGNE B 1.14%
BEKE B 0.96%
LI D 0.94%
YUMC C 0.9%
TME D 0.54%
XPEV C 0.35%
BZ C 0.33%
BILI A 0.29%
VIPS C 0.26%
LEGN F 0.24%
IQ D 0.09%
JKS C 0.07%
DQ D 0.06%
CXSE Underweight 45 Positions Relative to SFYF
Symbol Grade Weight
TSLA C -11.43%
NVDA C -9.82%
PLTR C -5.39%
AMZN C -4.97%
GOOGL D -4.91%
MSFT C -4.82%
AAPL C -4.68%
META B -4.62%
AMD C -3.88%
BRK.A C -3.74%
COST C -3.29%
RIVN F -2.85%
ARM C -2.58%
DIS D -2.23%
NU C -1.98%
GME D -1.83%
COIN F -1.79%
SHOP C -1.51%
NFLX B -1.37%
INTC D -1.36%
O B -1.34%
PYPL B -1.34%
WMT B -1.27%
PFE D -1.17%
T B -1.15%
F F -1.07%
KO B -0.94%
XOM D -0.92%
RDDT C -0.83%
DKNG C -0.83%
CCL C -0.73%
LCID C -0.68%
SQ D -0.65%
SBUX C -0.63%
TGT C -0.63%
BA F -0.61%
AMC F -0.59%
NKE D -0.58%
ABNB D -0.57%
DAL C -0.54%
JNJ C -0.48%
AAL D -0.41%
TLRY F -0.24%
WBD D -0.12%
BYND D -0.06%
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